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West Coast Financial’s Aaon AAON Stock Holding History

West Coast Financial’s Portfolio AAON Stock Details AAON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-51,057
Closed -$3.99M – 1
2025
Q1 		$3.99M Sell
51,057
-29,625
-37% -$3.06M 0.46% 46
2024
Q4 		$9.49M Buy
80,682
+190
+0.2% +$23.3K 1.05% 29
2024
Q3 		$8.68M Buy
80,492
+1,075
+1% +$98.2K 0.95% 34
2024
Q2 		$6.93M Buy
+79,417
New +$6.47M 0.82% 41

Other funds holding AAON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Coast Financial's AAON Position: Q2 2025 in Review

West Coast Financial sold out of Aaon (AAON) in Q2 2025, closing a stake of 51,057 shares — an estimated $3.99M sold.

West Coast Financial first reported a position in AAON in Q2 2024 and held it in 4 quarters. The position peaked at $9.49M in Q4 2024. 392 funds tracked by Wall St. Rank hold AAON as of Q2 2025.

  • West Coast Financial reported no remaining Aaon position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 51,057 Aaon shares in Q2 2025, an estimated $3.99M.
  • West Coast Financial first reported a position in Aaon in Q2 2024 and held it in 4 quarters.
  • West Coast Financial's Aaon position peaked at $9.49M in Q4 2024.
  • 392 funds tracked by Wall St. Rank held Aaon as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.